Third View Private Wealth, LLC

13F filer · CIK 0002083406

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$814MU.S. long equity reported on 13F

Positions24032 new · 23 closed

Net flow last quarter+$10.5MBuys minus sells

Top 10 positions weight35.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026240 positions
NVDANvidia Corp	$59.6M	7.32%	0.00%	+14.1%	Q4 2025
AMZNAmazon Com Inc	$30.6M	3.76%	0.00%	+1.5%	Q4 2025
MSFTMicrosoft Corp	$30M	3.68%	0.00%	+16.6%	Q4 2025
GOOGLAlphabet Inc.	$29.7M	3.65%	0.00%	+1.4%	Q4 2025
METAMeta Platforms, Inc.	$26.3M	3.23%	Not reported	+2.8%	Q4 2025
TSLATesla, Inc.	$26.1M	3.21%	0.00%	-0.1%	Q4 2025
GOOGAlphabet Inc.	$22.6M	2.77%	Not reported	+3.7%	Q4 2025
AAPLApple Inc.	$22.1M	2.72%	0.00%	+9.4%	Q4 2025
VVisa Inc.	$20.9M	2.57%	0.00%	+1.5%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$17.8M	2.19%	Not reported	-1.9%	Q4 2025
BABoeing Co	$14M	1.72%	0.01%	+0.8%	Q4 2025
NFLXNetflix Inc	$13.4M	1.64%	0.00%	+0.4%	Q4 2025
ORCLOracle Corp	$12M	1.47%	0.00%	+1.1%	Q4 2025
ADIAnalog Devices Inc	$11.4M	1.40%	0.01%	-0.2%	Q4 2025
MNSTMonster Beverage Corp	$10.6M	1.30%	0.01%	+0.1%	Q4 2025
XOMExxonMobil Holdings Corp	$9.12M	1.12%	0.00%	+24.9%	Q4 2025
WMBWilliams Companies, Inc.	$8.99M	1.10%	0.01%	+0.3%	Q4 2025
VRTXVertex Pharmaceuticals Inc / Ma	$8.87M	1.09%	0.01%	+5.7%	Q4 2025
JPMJPMorgan Chase & Co	$8.11M	1.00%	0.00%	+2.1%	Q4 2025
SHOPShopify Inc.	$8.02M	0.99%	0.02%	-0.7%	Q4 2025
AVGOBroadcom Inc.	$7.93M	0.97%	0.00%	-22.5%	Q4 2025
DISWalt Disney Co	$6.92M	0.85%	0.00%	-6.2%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$6.59M	0.81%	0.00%	+32.1%	Q4 2025
APOApollo Global Management, Inc.	$6.38M	0.78%	0.01%	+2.0%	Q4 2025
VMCVulcan Materials CO	$6.3M	0.77%	0.02%	-0.9%	Q4 2025
APDAir Products & Chemicals, Inc.	$5.58M	0.68%	0.01%	-6.2%	Q4 2025
KOCoca Cola Co	$5.36M	0.66%	0.00%	+2.8%	Q4 2025
MRSHMarsh & Mclennan Companies, Inc.	$5.33M	0.65%	0.01%	+21.1%	Q4 2025
TXNTexas Instruments Inc	$5.09M	0.62%	0.00%	-39.6%	Q4 2025
BXBlackstone Inc.	$5.01M	0.61%	0.01%	+18.0%	Q4 2025
REGNRegeneron Pharmaceuticals, Inc.	$5.01M	0.61%	0.01%	+3.2%	Q4 2025
ADSKAutodesk, Inc.	$4.84M	0.60%	0.01%	+0.6%	Q4 2025
ULUnilever PLC	$4.79M	0.59%	0.00%	+15.9%	Q4 2025
UNPUnion Pacific Corp	$4.54M	0.56%	0.00%	-5.4%	Q4 2025
PSAPublic Storage	$4.44M	0.54%	0.01%	-4.1%	Q4 2025
JNJJohnson & Johnson	$4.42M	0.54%	0.00%	-3.0%	Q4 2025
LINLinde PLC	$4.39M	0.54%	0.00%	-5.3%	Q4 2025
BDXBecton Dickinson & Co	$4.01M	0.49%	0.01%	-2.2%	Q4 2025
SBUXStarbucks Corp	$3.99M	0.49%	0.00%	-4.4%	Q4 2025
OTISOtis Worldwide Corp	$3.98M	0.49%	0.01%	+128.2%	Q1 2026
CRMSalesforce, Inc.	$3.96M	0.49%	0.00%	-5.2%	Q4 2025
CVSCVS HEALTH Corp	$3.89M	0.48%	0.00%	-3.1%	Q4 2025
HLNHaleon plc	$3.85M	0.47%	0.00%	+13.8%	Q4 2025
BRK.BBerkshire Hathaway Inc	$3.84M	0.47%	Not reported	+52.8%	Q4 2025
CMCSAComcast Corp	$3.83M	0.47%	0.00%	+8.6%	Q4 2025
ADPAutomatic Data Processing Inc	$3.7M	0.45%	0.00%	-4.0%	Q4 2025
EXPDExpeditors International of Washington Inc	$3.67M	0.45%	0.02%	-5.1%	Q4 2025
TMOThermo Fisher Scientific Inc.	$3.64M	0.45%	0.00%	-3.9%	Q4 2025
SRESempra	$3.62M	0.45%	0.01%	-6.8%	Q4 2025
NVSNovartis AG	$3.59M	0.44%	0.00%	-3.8%	Q4 2025

Q1 2026Reported Apr 15, 2026229 positions
NVDANvidia Corp	$45.5M	6.23%	0.00%	+5.3%	Q4 2025
AMZNAmazon Com Inc	$26.4M	3.61%	0.00%	+7.7%	Q4 2025
METAMeta Platforms, Inc.	$26M	3.56%	Not reported	+7.9%	Q4 2025
MSFTMicrosoft Corp	$25.5M	3.49%	0.00%	+10.7%	Q4 2025
GOOGLAlphabet Inc.	$23.6M	3.23%	0.00%	+5.7%	Q4 2025
TSLATesla, Inc.	$23.1M	3.16%	0.00%	+7.7%	Q4 2025
VVisa Inc.	$18.2M	2.49%	0.00%	+6.4%	Q4 2025
NFLXNetflix Inc	$17.9M	2.45%	0.00%	+7.6%	Q4 2025
AAPLApple Inc.	$17.7M	2.43%	0.00%	-0.5%	Q4 2025
GOOGAlphabet Inc.	$17.7M	2.42%	Not reported	+5.7%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$15.8M	2.17%	Not reported	+1.6%	Q4 2025
BABoeing Co	$12.8M	1.75%	0.01%	+10.8%	Q4 2025
ORCLOracle Corp	$11.9M	1.63%	0.00%	-4.5%	Q4 2025
ADIAnalog Devices Inc	$9.13M	1.25%	0.01%	+0.4%	Q4 2025
XOMExxonMobil Holdings Corp	$9.06M	1.24%	0.00%	-11.3%	Q4 2025
WMBWilliams Companies, Inc.	$8.78M	1.20%	0.01%	+25.7%	Q4 2025
SHOPShopify Inc.	$8.39M	1.15%	0.02%	+7.3%	Q4 2025
AVGOBroadcom Inc.	$8.38M	1.15%	0.00%	+3.8%	Q4 2025
MNSTMonster Beverage Corp	$7.95M	1.09%	0.01%	+6.6%	Q4 2025
VRTXVertex Pharmaceuticals Inc / Ma	$7.55M	1.03%	0.01%	+7.5%	Q4 2025
DISWalt Disney Co	$7.39M	1.01%	0.00%	+6.9%	Q4 2025
JPMJPMorgan Chase & Co	$7.14M	0.98%	0.00%	+3.9%	Q4 2025
REGNRegeneron Pharmaceuticals, Inc.	$6.01M	0.82%	0.01%	+8.8%	Q4 2025
ADSKAutodesk, Inc.	$5.93M	0.81%	0.01%	+7.4%	Q4 2025
APOApollo Global Management, Inc.	$5.9M	0.81%	0.01%	+96.2%	Q4 2025
APDAir Products & Chemicals, Inc.	$5.89M	0.81%	0.01%	-4.1%	Q4 2025
VMCVulcan Materials CO	$5.87M	0.80%	0.02%	+4.0%	Q4 2025
TXNTexas Instruments Inc	$5.49M	0.75%	0.00%	+7.7%	Q4 2025
CRMSalesforce, Inc.	$4.98M	0.68%	0.00%	+6.2%	Q4 2025
KOCoca Cola Co	$4.88M	0.67%	0.00%	+4.7%	Q4 2025
MRSHMarsh & Mclennan Companies, Inc.	$4.58M	0.63%	0.01%	+91.8%	Q4 2025
LINLinde PLC	$4.43M	0.61%	0.00%	+6.0%	Q4 2025
JNJJohnson & Johnson	$4.39M	0.60%	0.00%	+6.1%	Q4 2025
UNPUnion Pacific Corp	$4.28M	0.59%	0.00%	+5.5%	Q4 2025
BDXBecton Dickinson & Co	$4.26M	0.58%	0.01%	+5.3%	Q4 2025
BXBlackstone Inc.	$4.15M	0.57%	0.00%	+309.1%	Q4 2025
CMCSAComcast Corp	$4.13M	0.57%	0.00%	+5.5%	Q4 2025
SRESempra	$4.08M	0.56%	0.01%	+9.4%	Q4 2025
TMUST-Mobile US, Inc.	$3.98M	0.55%	0.00%	+8.2%	Q4 2025
PSAPublic Storage	$3.94M	0.54%	0.01%	+16.2%	Q4 2025
AMTAmerican Tower Corp	$3.93M	0.54%	0.00%	+49.3%	Q4 2025
ULUnilever PLC	$3.92M	0.54%	0.00%	+5.7%	Q4 2025
TMOThermo Fisher Scientific Inc.	$3.71M	0.51%	0.00%	+7.7%	Q4 2025
SBUXStarbucks Corp	$3.66M	0.50%	0.00%	+9.8%	Q4 2025
NVSNovartis AG	$3.64M	0.50%	0.00%	+6.5%	Q4 2025
HLNHaleon plc	$3.63M	0.50%	0.00%	+5.9%	Q4 2025
AZNAstrazeneca PLC	$3.56M	0.49%	Not reported	+12.6%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.53M	0.48%	0.00%	+167.0%	Q4 2025
ADPAutomatic Data Processing Inc	$3.49M	0.48%	0.00%	+60.5%	Q4 2025
ISRGIntuitive Surgical Inc	$3.48M	0.48%	0.00%	+4.6%	Q4 2025

Q4 2025Reported Jan 23, 2026237 positions
NVDANvidia Corp	$46.2M	6.22%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$30.1M	4.06%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$27.8M	3.74%	Not reported	New	Q4 2025
AMZNAmazon Com Inc	$27.1M	3.65%	0.00%	New	Q4 2025
TSLATesla, Inc.	$26M	3.49%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$24.3M	3.27%	0.00%	New	Q4 2025
VVisa Inc.	$19.8M	2.67%	0.00%	New	Q4 2025
AAPLApple Inc.	$19.1M	2.57%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$18.3M	2.46%	Not reported	New	Q4 2025
ORCLOracle Corp	$16.5M	2.22%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$16.3M	2.20%	Not reported	New	Q4 2025
NFLXNetflix Inc	$16.2M	2.19%	0.00%	New	Q4 2025
BABoeing Co	$12.6M	1.69%	0.01%	New	Q4 2025
SHOPShopify Inc.	$10.6M	1.43%	0.02%	New	Q4 2025
AVGOBroadcom Inc.	$9.02M	1.21%	0.00%	New	Q4 2025
DISWalt Disney Co	$8.16M	1.10%	0.00%	New	Q4 2025
MNSTMonster Beverage Corp	$7.89M	1.06%	0.01%	New	Q4 2025
ADIAnalog Devices Inc	$7.75M	1.04%	0.01%	New	Q4 2025
JPMJPMorgan Chase & Co	$7.52M	1.01%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$7.25M	0.98%	0.00%	New	Q4 2025
VRTXVertex Pharmaceuticals Inc / Ma	$7.13M	0.96%	0.01%	New	Q4 2025
ADSKAutodesk, Inc.	$6.82M	0.92%	0.01%	New	Q4 2025
CRMSalesforce, Inc.	$6.65M	0.89%	0.00%	New	Q4 2025
VMCVulcan Materials CO	$5.91M	0.80%	0.02%	New	Q4 2025
WMBWilliams Companies, Inc.	$5.77M	0.78%	0.01%	New	Q4 2025
REGNRegeneron Pharmaceuticals, Inc.	$5.52M	0.74%	0.01%	New	Q4 2025
APDAir Products & Chemicals, Inc.	$5.22M	0.70%	0.01%	New	Q4 2025
BDXBecton Dickinson & Co	$4.99M	0.67%	0.01%	New	Q4 2025
TXNTexas Instruments Inc	$4.55M	0.61%	0.00%	New	Q4 2025
KOCoca Cola Co	$4.28M	0.58%	0.00%	New	Q4 2025
ULUnilever PLC	$4.25M	0.57%	0.00%	New	Q4 2025
COFCapital One Financial Corp	$4.22M	0.57%	0.00%	New	Q4 2025
ISRGIntuitive Surgical Inc	$4.09M	0.55%	0.00%	New	Q4 2025
CMCSAComcast Corp	$4.08M	0.55%	0.00%	New	Q4 2025
TMOThermo Fisher Scientific Inc.	$4.06M	0.55%	0.00%	New	Q4 2025
APOApollo Global Management, Inc.	$3.9M	0.53%	0.00%	New	Q4 2025
UNPUnion Pacific Corp	$3.87M	0.52%	0.00%	New	Q4 2025
QCOMQualcomm Inc	$3.81M	0.51%	0.00%	New	Q4 2025
ENBEnbridge Inc	$3.69M	0.50%	0.00%	New	Q4 2025
LINLinde PLC	$3.59M	0.48%	0.00%	New	Q4 2025
NVONovo Nordisk A S	$3.57M	0.48%	Not reported	New	Q4 2025
TMUST-Mobile US, Inc.	$3.56M	0.48%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$3.5M	0.47%	0.00%	New	Q4 2025
HLNHaleon plc	$3.46M	0.47%	0.00%	New	Q4 2025
HLTHilton Worldwide Holdings Inc.	$3.41M	0.46%	0.01%	New	Q4 2025
HEI.AHeico Corp	$3.39M	0.46%	Not reported	New	Q4 2025
SRESempra	$3.38M	0.46%	0.01%	New	Q4 2025
EXPDExpeditors International of Washington Inc	$3.32M	0.45%	0.02%	New	Q4 2025
METMetlife Inc	$3.32M	0.45%	0.01%	New	Q4 2025
BNBROOKFIELD Corp	$3.31M	0.45%	Not reported	New	Q4 2025

Premium opens every quarter this fund has filed